In this episode, we talk to David Lau, a RISA® Advisory Board member. David is the Founder and CEO of DPL Financial Partners. DPL helps advisors and their clients find contractual income solutions on a fee-only basis. Join us as we discuss with David how consumers are benefiting from new innovations in the financial services industry. DPL is a firm ahead of its time and you’ll definitely want to hear as a consumer what’s in store and as an advisor how you can bring your clients the latest innovations in contractual income solutions.

Links:

Click here to watch this episode on YouTube: https://youtu.be/x3vQ-NdGQOs?si=55eee609Lx1JbfQB

Retirement Income Master Class for Advisors Registration Page: https://risaprofile.com/masterclass

This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/roth/ to download McLean’s free eBook, “Is a Roth Conversion Right For You?”